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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

WHITESTAR ADVISORS, LLC

CRD 124627

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:61437658-e0ce-33f4-1a3d-0643f36e2980

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Mar 22, 2012 to Mar 24, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $454MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $454M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 27
Individual clients: 0
High net worth clients: 0
Custody, client assets: $454M
SEC number: 801-62048
CRD: 124627
Filings on the tape: 16
First filed: Mar 22, 2012
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, FL
Website: whitestarllc.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BISHOP, JAMES, EDWARD	INDIRECT OWNER	E	yes	11/2002	Mar 22, 2012	Mar 26, 2024
BISHOP, JAMES, EDWARD	Cco	E	yes	11/2002	Mar 22, 2012	Mar 26, 2024
WHITESTAR GLOBAL, INC.	Member	D	yes	03/2019	Mar 31, 2021	Mar 26, 2024
WHITESTAR HOLDINGS, LLC	MANAGING MEMBER	D	yes	11/2002	Mar 22, 2012	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CATHERINE BISHOP	n/a	n/a	n/a	Y	yes	n/a
JAMES BISHOP	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$454M	$454M	8	4	0	n/a	n/a
2024	Mar 31, 2025	$569M	$569M	10	5	0	n/a	n/a
2023	Mar 26, 2024	$530M	$530M	12	10	0	n/a	n/a
2022	Apr 3, 2023	$600M	$600M	10	5	0	n/a	n/a
2021	Mar 30, 2022	$573M	$573M	10	5	0	n/a	n/a
2020	Mar 31, 2021	$673M	$673M	13	5	0	n/a	n/a
2019	Apr 29, 2020	$680M	$680M	13	8	0	n/a	n/a
2018	Mar 28, 2019	$680M	$680M	13	8	0	n/a	n/a
2017	Apr 9, 2018	$470M	$470M	13	8	0	n/a	n/a
2016	Apr 10, 2017	$459M	$459M	13	8	n/a	n/a	n/a
2015	Apr 4, 2016	$675M	$675M	13	8	n/a	n/a	n/a
2014	Mar 20, 2015	$1.1B	$1.1B	11	4	n/a	n/a	n/a
2013	Jun 23, 2014	$1.2B	$681M	11	4	n/a	n/a	n/a
2012	Apr 3, 2013	$1.1B	$580M	9	4	n/a	n/a	n/a
2011	Mar 22, 2012	$906M	$431M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$454M	$569M	-20.2%	$600M	-8.8%	8	10	0	0

Relationships

Controls (3)

← BISHOP, JAMES, EDWARDOwnerINDIRECT OWNER, ownership code E, individual
Mar 22, 2012 to Mar 26, 2024factForm ADV
← WHITESTAR GLOBAL, INC.OwnerMEMBER, ownership code D, domestic entity
Mar 31, 2021 to Mar 26, 2024factForm ADV
← WHITESTAR HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Mar 22, 2012 to Mar 26, 2024factForm ADV

Dated events

Occurred
Mar 31, 2021
Control person left
Keith Daniel O'Donnell (Managing Member) no longer on Schedule A of Whitestar Advisors, Llc (listed 2020-04-29, absent 2021-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Control person left
Merton John Lundsten (Managing Member) no longer on Schedule A of Whitestar Advisors, Llc (listed 2020-04-29, absent 2021-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2019
Regulatory AUM changed
Whitestar Advisors, Llc reported RAUM $680.0M, up 45% from $469.5M (2018-04-09 to 2019-03-28)
Form ADVobserved 4 days ago
$210M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:61437658-e0ce-33f4-1a3d-0643f36e2980
First observed: Mar 22, 2012
Last observed: Mar 24, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WHITESTAR ADVISORS, LLC

CRD 124627

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:61437658-e0ce-33f4-1a3d-0643f36e2980

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:32 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BISHOP, JAMES, EDWARD

INDIRECT OWNER

yes

11/2002

Mar 22, 2012

Mar 26, 2024

BISHOP, JAMES, EDWARD

Cco

yes

11/2002

Mar 22, 2012

Mar 26, 2024

WHITESTAR GLOBAL, INC.

Member

yes

03/2019

Mar 31, 2021

Mar 26, 2024

WHITESTAR HOLDINGS, LLC

MANAGING MEMBER

yes

11/2002

Mar 22, 2012

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CATHERINE BISHOP

n/a

yes

n/a

JAMES BISHOP

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$454M

n/a

2024

Mar 31, 2025

$569M

n/a

2023

Mar 26, 2024

$530M

n/a

2022

Apr 3, 2023

$600M

n/a

2021

Mar 30, 2022

$573M

n/a

2020

Mar 31, 2021

$673M

n/a

2019

Apr 29, 2020

$680M

n/a

2018

Mar 28, 2019

$680M

n/a

2017

Apr 9, 2018

$470M

n/a

2016

Apr 10, 2017

$459M

n/a

2015

Apr 4, 2016

$675M

n/a

2014

Mar 20, 2015

$1.1B

n/a

2013

Jun 23, 2014

$1.2B

$681M

n/a

2012

Apr 3, 2013

$1.1B

$580M

n/a

2011

Mar 22, 2012

$906M

$431M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$454M

$569M

-20.2%

$600M

-8.8%